| Electronic Arts: |
EA agrees to be acquired by Saudi Arabia's PIF, Silver Lake, and Affinity for $210 per share, taking it private at a ~$55B valuation, set to close in Q1 FY 2027 — Accelerates EA's Strategic Vision to Advance the Future of Entertainment — Stockholders to Receive $210 Per Share … | Bloomberg: |
EA's $55B sale is the largest leveraged buyout on record and represents a 25% premium on its October 26 close, as the $178B video game industry's growth slows — Electronic Arts Inc. agreed to sell to a group of private investors in a deal that values the company at $55 billion, the largest leveraged buyout on record.| Saritha Rai / Bloomberg: |
DeepSeek releases DeepSeek-V3.2-Exp, saying it built the model using a new technique called DeepSeek Sparse Attention, and halves the pricing of its tools — DeepSeek updated an experimental AI model Monday in what it called a step toward next-generation artificial intelligence.| Wired: |
Marissa Mayer is dissolving AI startup Sunshine, founded in 2018, and sells its assets to her new company Dazzle, which sources say is making an AI assistant — After seven rocky years, the company's assets will be sold to Dazzle, a new AI firm that Mayer founded.| Reece Rogers / Wired: |
OpenAI launches new ChatGPT parental safety controls for users aged 13 to 18, including parental and law enforcement alerts for chats about self-harm or suicide — OpenAI's review process for teenage ChatGPT users who are flagged for suicidal ideation includes human moderators.| Dominic Chopping / Wall Street Journal: |
The UK government underwrites a £1.5B loan to Jaguar Land Rover as the carmaker reels from a cyberattack that has crippled its production for around a month — The loan is to support the company's cash reserves and help it pay suppliers — The U.K. government has stepped … | Asa Fitch / Wall Street Journal: |
How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans — For aspiring AI players like Oracle, much rides on debt and hope — In the initial years of the AI boom, comparisons to the dot-com bubble didn't make much sense.| Simon Willison / Simon Willison's Weblog: |
DeepMind says video models like Veo 3 could become general purpose foundation models for vision, like LLMs for text, using zero-shot “chain-of-frames” reasoning — Video models are zero-shot learners and reasoners. Fascinating new paper from Google DeepMind which makes … | Bloomberg: |
US Commerce Secretary Howard Lutnick says the US aims to get “maybe 50% market share” of chip and wafer production to offset Beijing's threats to invade Taiwan — Washington is demanding Taiwan move investment and chip production to the US so half of American demand is manufactured locally … | Kim Zetter / Wired: |
Researchers: Tile tags broadcast unencrypted MAC addresses and unique IDs; researchers informed Life360 in November 2024 but it stopped replying in February — A team of researchers found that, by not encrypting the data broadcast by Tile tags, users could be vulnerable to having their location information exposed to malicious actors.| Financial Times: |
Google DeepMind, Meta, Nvidia, and others are racing to release world models, aiming to navigate the physical world by learning from videos and robotic data — Google DeepMind, Meta and Nvidia are developing systems that aim to better understand the physical world| Tom Warren / The Verge: |
Microsoft launches Agent Mode in Excel and Word, using GPT-5 to generate complex spreadsheets and documents, saying it is “bringing vibe working” to 365 Copilot — A new Agent Mode comes to Office apps today, alongside an Office Agent in Copilot chat.| Mark Bergen / Bloomberg: |
London-based Evantic Capital, founded by ex-Sequoia VC Matt Miller, raised a $400M fund, with ~12.5% coming from 135 “legends”, including CEOs, a novel strategy — Matt Miller left Sequoia Capital last December and, like many longtime venture capitalists, chose to start his own fund.| Tim Nudd / Ad Age: |
OpenAI launches its first extended ad campaign for ChatGPT featuring three 30-second cinematic ads with a focus on everyday AI use cases in the US and the UK — After running a Super Bowl commercial last February, OpenAI is now launching its first extended brand campaign for ChatGPT …
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| Financial Times: |
| Jeff Kauflin / Forbes: |
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